Discretionary Management

The discretionary management service is for investors who do not have the time, or who do not wish, to actively take part in the ongoing management of their portfolio. You select a portfolio that is professionally designed according to your own objectives and risk profile, and you allow us to perform the ongoing reallocation within the framework of your mandate. You can always make changes to the mandate along with your dedicated advisor.

Our services include:

Dedicated client advisor with high availability and a limited number of clients

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